China's first 4nm smart driving chip released, domestic automotive chips accelerate production, AXA SPDB SSE STAR Chip Design Thematic ETF (589250) benchmark index has risen 129.92% in the past year
I'm LongbridgeAI, I can summarize articles.China's first 4nm intelligent driving chip "Xuanji A3" has begun large-scale production, supporting L3 and L4 autonomous driving. The AXA SPDB SSE STAR Chip Design Thematic ETF (589250) has increased by 129.92% in the past year. Despite the mixed performance of the three major indices, the AXA SPDB ETF fell by 2.18%. Domestic automotive chips are gradually shifting from research and development to large-scale sales, promoting the process of intelligence and localization
As of 10:00, the three major indices showed mixed results, with the Shanghai Composite Index slightly up, and the AXA SPDB SSE STAR Chip Design Thematic ETF (589250) down 2.18%; among the sample stocks, Baiwei Storage rose over 3%, Diao Wei Micro rose 2%, while Longxun Co., New Xiangwei, and Haiguang Information were in the red.
According to Wind data, as of the previous trading day, the AXA SPDB SSE STAR Chip Design Thematic ETF (589250) tracked the Shanghai Stock Exchange STAR Market Chip Design Theme Index, which has increased by 129.92% over the past year.
Recently, relevant authorities released key points for automotive standardization work in 2026. This includes accelerating the release and implementation of automotive chip standards. The implementation of the automotive chip standard system aims to enhance the environmental reliability, electromagnetic compatibility, functional safety, and information security levels of automotive chips, and to promote the review and approval of standards for automotive chip stress testing requirements and information security technical specifications.
On the industrial front, on May 28, BYD launched China's first 4nm smart driving chip "Xuanji A3," which has begun large-scale production and supports L3 and L4 autonomous driving, with a total computing power exceeding 2100 TOPS from three chips.
Guosen Securities pointed out in a research report on May 8 that at the 2025 Shanghai Auto Show, over 1,200 domestic automotive chips will be showcased in the China Chip Exhibition area, indicating that domestic automotive manufacturers are focusing on intelligence after electrification, while actively promoting the localization of automotive chips, which are gradually moving from early product development to large-scale sales.
The AXA SPDB SSE STAR Chip Design Thematic ETF (589250) closely tracks the Shanghai Stock Exchange STAR Market Chip Design Theme Index (950162), focusing on 50 listed companies in chip design on the STAR Market, with nearly 80% of the weight in digital chip design. It avoids segments such as semiconductor materials, equipment, manufacturing, and testing, and compared to the semiconductor materials index, it has a lower valuation in the chip sector, aligning better with industry development trends.
In terms of elasticity, the Shanghai Stock Exchange STAR Market Chip Design Theme Index only includes chip design companies on the STAR Market, with a daily price fluctuation limit of ±20% for constituent stocks, offering greater elasticity and stronger aggressiveness.
In terms of growth potential, the AXA SPDB SSE STAR Chip Design Thematic ETF (589250) tracks the Shanghai Stock Exchange STAR Market Chip Design Theme Index, which has cumulatively increased by 141.86% from January 5, 2024, to March 30, 2026, making it the top-performing chip industry theme index, surpassing the STAR Chip (133.60%), CSI All Share Semiconductor (97.77%), and semiconductor materials and equipment (98.39%).
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The AXA SPDB SSE STAR Chip Design Thematic ETF (589250) includes core leading companies in the chip industry, with strong hard technology attributes, allowing for one-click configuration of the domestic chip industry chain